Client Approval For Time Entries

Client Approval allows you to get your time entries verified and approved by the clients you’re working for. This would let the clients know the total number of hours you’ve worked for them. The approved time entries alone can later be invoiced to the client.

Understanding Client Approvals

Andy used Client Approval while managing the projects in his business. Let’s take a look at his business scenario to understand this better.

Andy has taken up a project for which he will be paid based on the time he has worked on it. He records the work done by each employee and sends the time entries to his customer for approval. By this way, the customer will get to know the exact number of hours spent on each task and the total time spent on finishing the project. Once the time entries are approved by his customer, Andy will invoice to the client, thus making the work clear and easy to both the customer and Andy.

Enabling Client Approvals

Click the Gear icon on the top right corner and select Preferences.

Go to the Projects tab and mark the Enable Client Approvals for time entries box.

If you haven’t enabled projects and timesheets in the Client Portal, a pop-up will appear asking you to enable it.